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B. Riley Financial
RILY

Overview Fund Activity

200 hedge funds and large institutions have $1.22B invested in B. Riley Financial in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 30 closing their positions.

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
46
Increased
65
Reduced
64
Closed
30
Calls
$35M
Puts
$9.6M
Net Calls
+$25.4M
Net Calls Change
+$19.7M

Top Buyers

1
Invesco
1
Invesco
Georgia
$33.4M
2
SAM
2
Soviero Asset Management
New York
$37.3M
3
PCM
3
Portolan Capital Management
Massachusetts
$8.62M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$16.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.3M

Top Sellers

1
BRF
1
B. Riley Financial
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.07M
3
Citadel Advisors
3
Citadel Advisors
Florida
$965K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$97.6M
5
Northern Trust
5
Northern Trust
Illinois
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
151
Oppenheimer Asset Management
New York
$284K 3,191 +3,191 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$260K 2,923 +2,923 New
PAG
153
Private Advisor Group
New Jersey
$252K 2,832 +2,832 New
SPC
154
Sigma Planning Corp
Michigan
$251K 2,819 +2,819 New
HSBC Holdings
155
HSBC Holdings
United Kingdom
$248K 2,778 +2,778 New
CCA
156
Cadent Capital Advisors
Oklahoma
$240K 2,700 +2,700 New
Man Group
157
Man Group
United Kingdom
$235K 2,647 +2,647 New
ACM
158
AlphaCrest Capital Management
New York
$222K 2,500 +2,500 New
TAM
159
Taurus Asset Management
New York
$211K 2,371 +2,371 New
BRWM
160
B. Riley Wealth Management
Tennessee
$205K 2,303 -1,097 -32%
MOACM
161
Mutual of America Capital Management
New York
$194K 2,185 +51 +2%
GWM
162
Geneos Wealth Management
Colorado
$193K 2,175 – –
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$176K 1,984 – –
CI Investments Inc
164
CI Investments Inc
Ontario, Canada
$174K 1,962 +1,962 New
TRCT
165
Tower Research Capital (TRC)
New York
$142K 1,600 +933 +140%
AIP
166
Ameritas Investment Partners
Nebraska
$141K 1,590 – –
DFCM
167
Dark Forest Capital Management
Puerto Rico
$129K 1,451 -1,937 -57%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$128K 1,436 +39 +3%
DWA
169
Dorsey Wright & Associates
California
$98K 1,108 +152 +16%
HFM
170
Harvest Fund Management
China
$96K 1,080 – –
Lazard Asset Management
171
Lazard Asset Management
New York
$95K 1,077 – –
MA
172
Montag & Associates
Georgia
$89K 1,000 – –
HMS
173
Hanseatic Management Services
New Mexico
$87K 975 +975 New
UBS Group
174
UBS Group
Switzerland
$53K 596 +339 +132%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$50K 569 +360 +172%
5 6
7
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